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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $476,904 | $105,145+353.6% | $94,664+403.8% | $139,466+241.9% |
| Participation rate | 87.5% | 82.4%+5.1pp | 80.8%+6.7pp | 80.3%+7.2pp |
| Annual return | 25.59% | 38.09%-12.5pp | 156.84%-131.3pp | 373.66%-348.1pp |
| Employer contribution / active EE | $19,723 | $4,107+380.2% | $3,673+437.0% | $4,754+314.9% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,417-100.0% | $6,712-100.0% |
| Admin fee / account holder | $26,790 | $8,972+198.6% | $7,222+271.0% | $11,409+134.8% |